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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

Advisors near 49286

Out of 400,000+ nationwide

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Dennis C

Series 65

Manchester, MI

Diversified Consumer Planning

Active portfolio management Passive / index investing
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Dillon S

CFP®

Saline, MI

Foresight Capital Management Advisors, Inc.

Founder/Business Owner Retired
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Laurie S

CFP®, PFS™

Saline, MI

Foresight Capital Management Advisors, Inc.

Founder/Business Owner Retired
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Patrick C

CFP®

Saline, MI

Foresight Capital Management Advisors, Inc.

Founder/Business Owner Retired
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Jeffrey C

Series 66

Adrian, MI

Fairway Investment Group, LLC

Wealth management Real estate investing Passive / index investing Educators, Teachers, and Academics
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Michael C

ChFC®, Series 65

Saline, MI

Altitude Capital Management LLC

Annuities General estate planning guidance
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Matthew B

ChFC®, Series 63

Tecumseh, MI

Hantz financial Services, Inc.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Andrew D

Series 63, Series 65

Tecumseh, MI

Hantz financial Services, Inc.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Joseph H

Series 66

Saline, MI

key Investment Services LLC

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
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Christopher R

Series 66

Tecumseh, MI

Hantz financial Services, Inc.

Private / alternative investments Tax-loss harvesting Active portfolio management Passive / index investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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